The Transcript 08.19.19

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Succinct Summary:  Most CEOs seem to agree that we are experiencing a slowdown, but not a recession. The fundamentals are strong with high consumer confidence and healthy consumer spending. Weaknesses in manufacturing persist though. 

The Transcript 08.12.19

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Succinct Summary: Effects of the weakening global growth can be seen in the hospitality industry where lodging demand has slowed. Fewer companies are intent on hiring or spending on hiring despite the tight labor market. Mortgage prepayments are rising given the lower rates. Further afield,  Germany could be headed for a recession and the Chinese automobile industry is having a tough time. 

The Transcript 07.29.19

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Succinct Summary: We are deep into the expansionary cycle. The persistent global uncertainty is unnerving investors who are choosing to adopt a wait-and-see approach as they look for clarity from the central banks. The market anticipates rates to go lower and the central banks seem to point to a similar direction. Such accommodative policies will spur this cycle on. 

The Transcript 11.05.18

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Succinct Summary: Many are concerned that growth will slow but current US economic fundamentals are strong with high business and consumer confidence. Inflation pressures have mounted and some of those price increases are making their way to consumer goods. There’s more anxiety in the global economy, especially emerging markets.